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Carl Stuart Investment Advisor’s 3M MMM Stock Holding History

Carl Stuart Investment Advisor’s Portfolio MMM Stock Details MMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,961
Closed -$1.79M – 24
2023
Q4 		$1.79M Buy
+1,961
New +$157K 1.21% 8
2023
Q1 		– Sell
-2,081
Closed -$209K – 48
2022
Q4 		$209K Hold
2,081
– – 0.19% 24
2022
Q3 		$200K Hold
2,081
– – 0.18% 23
2022
Q2 		$226K Hold
2,081
– – 0.2% 20
2022
Q1 		$2.59M Hold
2,081
– – 0.19% 19
2021
Q4 		$309K Buy
+2,081
New +$310K 0.22% 20

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carl Stuart Investment Advisor's MMM Position: Q1 2024 in Review

Carl Stuart Investment Advisor sold out of 3M (MMM) in Q1 2024, closing a stake of 1,961 shares — an estimated $1.79M sold.

Carl Stuart Investment Advisor first reported a position in MMM in Q4 2021 and held it in 6 quarters. The position peaked at $2.59M in Q1 2022. 1,939 funds tracked by Wall St. Rank hold MMM as of Q1 2024.

  • Carl Stuart Investment Advisor reported no remaining 3M position as of Q1 2024 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 1,961 3M shares in Q1 2024, an estimated $1.79M.
  • Carl Stuart Investment Advisor first reported a position in 3M in Q4 2021 and held it in 6 quarters.
  • Carl Stuart Investment Advisor's 3M position peaked at $2.59M in Q1 2022.
  • 1,939 funds tracked by Wall St. Rank held 3M as of Q1 2024.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2024, filed 24 Apr 2024.